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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,923 | $212,386+66.6% | $199,883+77.1% | $138,895+154.8% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 12.24% | 47.75%-35.5pp | 43.81%-31.6pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,474 | $6,625-62.7% | $6,261-60.5% | $4,194-41.0% |
| Participant deferral / active EE | $6,096 | $9,617-36.6% | $9,138-33.3% | $6,396-4.7% |
| Admin fee / account holder | $11,797 | $18,233-35.3% | $17,268-31.7% | $12,562-6.1% |